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Help Center
Reports
Learning & Training Resources
Contacts & Jobs
Boards
Importing Contacts
Contact Records
Documents & Photos
Jobs
Subcontractors
Suppliers
Communications
Calendar & Tasks
Syncing Your Calendar
Tasks
Time Tracking
Record Scheduling
Your Calendar
Financials
Estimates
Invoices
Payments
Credit Memos
Material Orders
Work Orders
Taxes
Products and Services
Profit Tracker
Mobile Financials
Margin and Markup
Measurements
Financial Templates
Reports
Insights
Custom Reports
Built-in Reports
Settings
Company Info
Forms
General Settings
Groups
Subscription
Team
Templates
Workflows
Mobile Settings
Automations
Event-Based Automations
Time-Based Automations
Automation Recipes
Engage
JobNimbus Marketing
JobNimbus AssistAI
JobNimbus Payments
Account Set-Up
Usage
Fees and Transactions
Tracking and Reporting
QuickBooks
QuickBooks Online
QuickBooks Desktop
General QuickBooks Info
Integrations
ABC Supply
API
Angi
ArcSite
Beacon
BirdEye
CompanyCam
EagleView
Get The Referral
Global Payments
HailTrace
HOVER
Leap
mySalesman
naturalForms
Podium
RoofScope
SalesRabbit
Simplii
Solo
Spotio
SRS Distribution
SumoQuote
Sunlight Financial
Toolsey
Wisetack
Xactimate
Zapier
Additional Resources
General
Sales and Financial Information
Backing up data
App Status
Suggestions
JobNimbus Legacy
Smart Estimates
Proposals
Legacy Estimates
Legacy Invoices
Legacy Material Orders
Legacy Budgets
Legacy Mobile
Legacy Integrations
Reports
Organize your data and get the information you need by creating custom reports or using the built-in reports.
Insights
How Does Insights Calculate My Data on the Sales Dashboard?
How Do My Workflows Work With Insights?
How do I Understand the Insights Business Overview?
How Do I Troubleshoot My Insights Data?
How Do I Use Insights Filters?
What Are the Essential Elements in Accounts Receivable?
How Do I Subscribe to Insights Pages?
What Can I see on the Completed Dashboard?
What Does Insights Workflow Dashboard Show Me?
What is Insights?
See more
Custom Reports
Is There a Way To Export My Custom Reports?
How Do I Create an Email Inbox From a Custom Report?
Where Do I Find My Custom Reports?
What Are the Different Custom Reports I Can Create?
How Do I Filter My Custom Report?
How Do I Organize My Custom Report?
How Do I Add a Calculation to My Classic Report?
How Do I View My Custom Reports?
How Do I Make Adjustments to the Reports I’ve Added to My Dashboard?
How Do I Bulk Edit or Bulk Delete Records?
How Do I Customize What I See on the Classic Dashboard?
See more
Built-in Reports
Where Can I View My Team's Activity?
